How to delete cases

In order to prevent accidental data loss, deleting cases in Emedgene includes a staging step before permanent case deletion.

1

Move a case to trash

Update the case status to Move to trash (≤v37.0) or Trash bin (v38.0+).

Once moved to trash, the case becomes inaccessible. This can be reversed by replacing Move to trash or Trash bin with a different status.

2

Empty trash folder (v37.0+)

Authorized users can permanently delete all items in the trash. To do this:

  1. Click Empty trash on the Cases table navigation panel.

  2. Review the warning message showing the number of cases pending deletion.

  3. Confirm to permanently delete all cases in the trash.

After deletion is confirmed:

  • All cases marked Move to trash are permanently removed

  • An activity entry is recorded

  • Email notifications are sent to users who have opted in

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